2024-05-15T10:14:43-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-07-01 520902755 ASSOCIATION OF JESUIT COLLEGES AND UNIVE ASSO 2028629893 ONE DUPONT CIRCLE NW 610 WASHINGTON DC 20036 REV MICHAEL GARANZINI PRESIDENT 2028629893 2024-05-15 1 REV MICHAEL GARANZINI 999009999 1 ROBERT WILLIAMS P01345960 5712279500 2024-05-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z REV MICHAEL GARANZINI ONE DUPONT CIRCLE NW 610 WASHINGTON DC 20036 7389991 0 X WWW.AJCUNET.EDU X 1970 DC TO SUPPORT AND PROMOTE U.S. JESUIT HIGHER EDUCATION BY FACILITATING COOPERATIVE EFFORTS AMONG, AND PROVIDING SERVICES TO, ITS MEMBER INSTITUTIONS; PROVIDING A FORUM FOR THE EXCHANGE OF EXPERIENCE AND INFORMATION; AND REPRESENTING THE WORK OF JESUIT HIGHER EDUCATION AT THE NATIONAL AND INTERNATIONAL LEVELS. 28 28 6 34 0 0 1531896 243160 484179 1991265 300888 113915 0 139 2316963 2348479 0 0 0 0 802670 635071 0 0 0 1388393 1688662 2191063 2323733 125900 24746 7769176 8569780 2520477 3198498 5248699 5371282 X TO SUPPORT AND PROMOTE U.S. JESUIT HIGHER EDUCATION BY FACILITATING COOPERATIVE EFFORTS AMONG, AND PROVIDING SERVICES TO, ITS MEMBER INSTITUTIONS; PROVIDING A FORUM FOR THE EXCHANGE OF EXPERIENCE AND INFORMATION; AND REPRESENTING THE WORK OF JESUIT HIGHER EDUCATION AT THE NATIONAL AND INTERNATIONAL LEVELS. 0 0 594092 0 495974 IGNATIAN COLLEAGUES PROGRAM - THE IGNATIAN COLLEAGUES PROGRAM WAS ESTABLISHED IN 2013 AS A RESTRICTED FUND OF THE ASSOCIATION TO EDUCATE AND INFORM ADMINISTRATORS AND FACULTY MORE DEEPLY IN THE JESUIT TRADITION OF HIGHER EDUCATION. 253707 0 130675 LEADERSHIP INSTITUTE - JESUIT LEADERSHIP DEVELOPMENT SEMINAR PARTICIPANTS ARE INTRODUCED TO THE FOUNDATIONS OF JESUIT EDUCATION AND ACTIVELY ENGAGE IN DISCUSSIONS WITH PEERS FROM AROUND THE COUNTRY ON HOW THE JESUIT EDUCATIONAL TRADITION MAY BE APPLIED IN THE EVERYDAY WORK OF UNIVERSITY DECISION-MAKING. 219041 0 0 MISSION IDENTITY - MISSION IDENTITY SERVICES ASSIST MEMBER INSTITUTIONS WITH PROGRAMS AND TOOLS TO ENHANCE THEIR JESUIT MISSION IDENTITY. SERVICES ALSO INCLUDE CONSULTATIONS, CONFERENCES AND RETREATS. 216292 0 0 GOVERNMENT RELATIONS - THE ORGANIZATION'S FEDERAL REGISTERED LOBBYIST REPRESENTS THE TWENTY-SEVEN MEMBER INSTITUTIONS LOCATED IN THE U.S. COLLECTIVELY BEFORE CONGRESS AND THE ADMINISTRATION ON HIGHER EDUCATION POLICIES RELATED TO APPROPRIATIONS AND BUDGET, HIGHER EDUCATION AUTHORIZATION, AND TAX ISSUES. AN ANNUAL CONFERENCE IS HELD FOR MEMBER INSTITUTION REPRESENTATIVES TO DISCUSS CRITICAL HIGHER EDUCATION ISSUES THROUGHOUT THE YEAR. INFORMATION SHARING CONCERNING THE EVOLUTION OF NATIONAL HIGHER EDUCATION ISSUES FOR THE TWENTY-SEVEN U.S. INSTITUTIONS IS A HIGH PRIORITY. 166319 0 1145 MEMBER SERVICES - THE OFFICE OF MEMBER SERVICES AT THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES (AJCU) PROVIDES INFORMATION TO ITS MEMBERS THROUGH NEWSLETTERS, SOCIAL MEDIA AND LISTSERVS; PROMOTES THE MISSION OF JESUIT HIGHER EDUCATION THROUGH NATIONAL PROGRAMS INCLUDING THE #JESUITEDUCATED CAMPAIGN AND JESUIT BASKETBALL SPOTLIGHT; GENERATES NATIONAL EXPOSURE THROUGH PRESS RELEASES AND QUOTES TO THE MEDIA; AND FOSTERS COMMUNITY AMONG JESUIT ALUMNI THROUGH SERVICE AND SOCIAL EVENTS. 87362 0 0 469973 0 1145 1536813 1 0 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 1 0 1 0 X CLIFTONLARSENALLEN LLP 5712279500 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 REV PAUL J FITZGERALD SJ CHAIR 1.00 X X 0 0 0 DR LINDA M LEMURA VICE CHAIR 1.00 X X 0 0 0 DR MARK C REED TREASURER 1.00 X X 0 0 0 REV WILLIAM P LEAHY SJ DIRECTOR 1.00 X 0 0 0 MR STEVE STOUTE DIRECTOR 1.00 X 0 0 0 MR VINCENT D ROUGEAU DIRECTOR 1.00 X 0 0 0 REV DANIEL S HENDRICKSON SJ DIRECTOR 1.00 X 0 0 0 DR MARK R NEMEC DIRECTOR 1.00 X 0 0 0 MS TANIA TETLOW ESQ DIRECTOR 1.00 X 0 0 0 DR JOHN J DEGIOIA DIRECTOR 1.00 X 0 0 0 DR THAYNE MCCULLOH DIRECTOR 1.00 X 0 0 0 DR ALAN R MICIAK DIRECTOR 1.00 X 0 0 0 DR TIMOTHY LAW SNYDER DIRECTOR 1.00 X 0 0 0 DR JO ANN ROONEY DIRECTOR (UNTIL SEPT. 2022) 1.00 X 0 0 0 MR TERRENCE SAWYER DIRECTOR 1.00 X 0 0 0 REV JUSTIN DAFFRON SJ DIRECTOR (UNTIL MAY 2023) 1.00 X 0 0 0 DR XAVIER COLE DIRECTOR (START JUNE 2023) 1.00 X 0 0 0 DR MICHAEL R LOVELL DIRECTOR 1.00 X 0 0 0 MS CODY TEETS DIRECTOR (UNTIL DEC 2022) 1.00 X 0 0 0 KEVIN F BURKE SJ DIRECTOR (UNTIL DEC 2022) 1.00 X 0 0 0 DR SALVADOR ACEVES DIRECTOR (START JAN. 2023) 1.00 X 0 0 0 DR SANDRA CASSADY DIRECTOR 1.00 X 0 0 0 DR CHERYL MCCONNELL DIRECTOR (START AUG. 2022) 1.00 X 0 0 0 DR FRED P PESTELLO DIRECTOR 1.00 X 0 0 0 DR EUGENE CORNACCHIA DIRECTOR 1.00 X 0 0 0 DR JULIE SULLIVAN DIRECTOR 1.00 X 0 0 0 MR EDUARDO M PENALVER DIRECTOR 1.00 X 0 0 0 DR E JOSEPH LEE II DIRECTOR (UNTIL DEC 2022) 1.00 X 0 0 0 DR MARY VAN BRUNT DIRECTOR (START JAN. 2023) 1.00 X 0 0 0 MS ALICE PERALTA DIRECTOR 1.00 X 0 0 0 DR DONALD TAYLOR DIRECTOR 1.00 X 0 0 0 REV JOSEPH G MARINA SJ DIRECTOR 1.00 X 0 0 0 DR COLLEEN M HANYCZ DIRECTOR 1.00 X 0 0 0 REV MICHAEL GARANZINI SJ PRESIDENT 40.00 X 0 0 0 JENNIFER SMULSON VP OF FEDERAL RELATIONS 40.00 X 165953 0 16649 STEPHANIE RUSSELL VP FOR MISSION INTEGRATION 40.00 X 136070 0 14597 DEANNA H SPIRO VICE PRESIDENT OF COMMUNICATIONS 40.00 X 111800 0 12170 413823 0 43416 3 0 1 0 0 243160 243160 MEMBERSHIP ASSESSMENTS 900099 1363471 1363471 IGNATIAN COLLEAGUES PROGRAM 611710 495974 495974 LEADERSHIP INSTITUTE FEE 611710 130675 130675 OTHER PUBLICATION 900099 1145 1145 1991265 161085 161085 4994342 5041512 -47170 -47170 -47170 REIMBURSEMENTS 900099 139 139 139 2348479 1991265 0 114054 183201 152057 31144 339705 281731 57974 33534 27811 5723 37813 31368 6445 40818 33861 6957 52011 52011 38408 38408 331332 326821 4511 9425 4098 5327 10311 4484 5827 26476 514 25962 136110 4583 131527 46221 14481 31740 569925 510685 59240 6305 303 6002 3354 3354 JESUIT EXPENSES 205541 205541 LEADERSHIP INSTITUTE FE 185000 120000 65000 DUES & SUBSCRIPTIONS 41770 14373 27397 OTHER EXPENSE 22179 9643 12536 4294 4294 2323733 1536813 786920 0 1126992 984268 82468 152949 32000 8000 37980 38284 317960 264543 29721 53417 4666775 4751057 1793240 1978350 0 603455 7769176 8569780 214015 88312 212375 121846 201698 314949 1892389 2673391 2520477 3198498 X 5035092 5198717 213607 172565 5248699 5371282 7769176 8569780 24746 97837 0 X X 0 1 X 1 0 X 66300 173582 182598 209146 243160 874786 66300 173582 182598 209146 243160 874786 874786 132614 100551 81549 124373 161085 600172 1734 2381 1902 139 6156 1481114 3798155 0.59060 0.92820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS - 2018 AMOUNT: $ 1,734. 2019 AMOUNT: $ 2,381. 2022 AMOUNT: $ 139. MISCELLANEOUS - 2020 AMOUNT: $ 1,902. 0 0 0 0 0 0 1 40000 0 0 40000 0 PART II-B, LINE 1: THE ORGANIZATION'S FEDERAL REGISTERED LOBBYIST REPRESENTS THE TWENTY-SEVEN MEMBER INSTITUTIONS LOCATED IN THE U.S. COLLECTIVELY BEFORE CONGRESS AND THE ADMINISTRATION ON HIGHER EDUCATION POLICY RELATED TO APPROPRIATIONS AND BUDGET, HIGHER EDUCATION AUTHORIZATION, TAX ISSUES, AND OTHER FEDERAL REGULATIONS. 0 0 159578 139672 19906 114782 111271 3511 43600 13600 30000 53417 MOAKLEY CHAIR FUND 1978350 F 1978350 RIGHT OF USE ASSET - OPERATING 603455 603455 FUND HELD FOR FUTURE UCA BENEFIT 1978350 LEASE LIABILITY 695041 2673391 X 2407908 97837 97837 2310071 38408 38408 2348479 2285325 0 2285325 38408 38408 2323733 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION. THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. UNRELATED BUSINESS INCOME MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES. MANAGEMENT BELIEVES THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION UNDER THE ACCOUNTING CODIFICATION GUIDANCE. 0 0 0 0 0 0 0 0 0 JENNIFER SMULSON VP OF FEDERAL RELATIONS 165953 0 0 0 0 0 16595 0 54 0 182602 0 0 0 STEPHANIE RUSSELL VP FOR MISSION INTEGRATION 136070 0 0 0 0 0 13607 0 990 0 150667 0 0 0 PART I, LINE 5 PRESIDENT FATHER GARANZINI'S EQUIVALENT WAGES AND BENEFITS ARE PAID TO THE GEORGETOWN JESUIT COMMUNITY, AN UNRELATED ORGANIZATION. THE REMUNERATION TO THE GEORGETOWN JESUIT COMMUNITY (SOCIETY OF JESUS) IS FOR ROOM AND BOARD, HEALTH BENEFITS, AND SERVICES PROVIDED BY FATHER GARANZINI TO THE COMMUNITY. EQUIVALENT WAGES AND BENEFITS PAID TO THE COMMUNITY FOR CALENDAR YEAR 2022 (JAN - DECEMBER) TOTALED $196,156. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION IS VOLUNTARY. THERE ARE TWO CLASSES OF MEMBERSHIP: CONSTITUENT AND ASSOCIATE. THE CHARTER MEMBERS OF THE ASSOCIATION ARE THE TWENTY-EIGHT JESUIT COLLEGES AND UNIVERSITIES IN THE UNITED STATES AS OF SEPTEMBER 1970. THE CONTINUING MEMBERSHIP OF ANY INSTITUTION IN THE ASSOCIATION IS ASSESSED BY THE BOARD OF DIRECTORS ACCORDING TO THE GUIDELINES REVIEWD BY THE BOARD FROM TIME TO TIME. NEW MEMBERS MAY BE ADMITTED BY THE BOARD IF THEY ARE ACCREDITED COLLEGES OR UNIVERSITIES IN THE UNITED STATES AND ARE JUDGED BY THE BOARD TO BE "JESUIT" ACCORDING TO THE SAME GUIDELINES. ASSOCIATE MEMBERSHIP MAY BE GRANTED BY THE BOARD OF DIRECTORS OF THE ASSOCIATION, UPON REQUEST, TO JESUIT COLLEGES AND UNIVERSITIES OUTSIDE THE UNITED STATES. ASSOCIATE MEMBERS MAY BE REPRESENTED (WITH VOICE BUT WITHOUT VOTE) AT ALL GENERAL MEETINGS OF THE ASSOCIATION AND AT OTHER SPECIAL MEETINGS TO WHICH THEY ARE INVITED WITH THE CONSENT OF THE BOARD. THEY WILL RECEIVE ALL GENERAL PUBLICATIONS OF THE ASSOCIATION AND MAY CALL ON THE NATIONAL OFFICE OF THE ASSOCIATION FOR ASSISTANCE FROM TIME TO TIME. ASSOCIATE MEMBERS ARE NOT OBLIGED TO PAY DUES OR GIVE FINANCIAL ASSISTANCE TO THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B THE PRESIDENTS OF THE 28 MEMBER INSTITUTIONS VOTE ON ALL GOVERNANCE MATTERS BROUGHT BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT OF THE ORGANIZATION AND THE ORGANIZATION'S OUTSOURCED ACCOUNTANT WORK CLOSELY WITH THE INDEPENDENT AUDIT AND ACCOUNTING FIRM TO GATHER THE INFORMATION FOR AND PREPARE THE FORM 990. THE RETURN IS THEN REVIEWED BY THE PRESIDENT AND THEN MADE AVAILABLE TO THE FINANCE COMMITTEE AND FULL BOARD BEFORE IT IS SIGNED BY THE ORGANIZATION'S PRESIDENT AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS THAT MAY ARISE DURING THE YEAR. CONFLICTS OR CONCERNS ABOUT CONFLICTS ARE REPORTED TO THE PRESIDENT, WHO MONITORS COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15B THE PRESIDENT DETERMINES THE KEY EMPLOYEE'S COMPENSATION ANNUALLY AND THE COMPENSATION IS APPROVED BY THE BOARD, WITH A RECOMMENDATION FROM THE FINANCE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THESE PROCESSES HAVE NOT CHANGED DURING THE YEAR.